Portfolio Management Services (PMS)Compare Schemes
HSBC Aspire Portfolio vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
HSBC Aspire Portfolio
Silver Arch - India Equity Portfolio
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.01%
6.91%
6 Months
10.30%
15.63%
1 Year
9.97%
20.01%
3 Years
—
17.10%
5 Years
—
15.64%
Since Inception
11.50%
13.05%
Fund Age
2 yrs 11 mo
8 yrs 11 mo
AUM
₹52.29 Cr
₹46.46 Cr
Alpha – 1 Year
5.25%
15.29%
Alpha – 3 Years
—
5.01%
Information Ratio – 3 Years
—
0.88
Volatility – 1 Year
19.66%
20.61%
Volatility – 3 Years
18.26%
19.98%
Beta – 1 Year
1.10
0.94
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
0.31
0.73
Sharpe Ratio – 3 Years
0.41
0.85
Worst Rolling Year
—
-3.76%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
−23.91%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
—
93.14%
Median Rolling Year
—
19.74%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 16% · M 27% · S 52%
L 27% · M 34% · S 33%
Number of Stocks
30
25
Portfolio P/E
30.87
41.42
Top 5 Holdings
Max Financial Services Ltd · 5.56%
Manappuram Finance Ltd · 4.94%
Welspun Corp Ltd · 4.43%
Fortis Healthcare Ltd · 4.06%
Aadhar Housing Finance Ltd · 3.55%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Financial Services · 26.93%
Capital Goods · 11.16%
Healthcare · 10.75%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%